1-Jun

Semiconductor stocks

[ I saw Spiker Igor D last week at our SpikeTrade meeting & dinner in Tallinn (see photo). In my presentation I mentioned that since the modern world runs on computer chips, there is a stock I’m waiting to buy for the long run after I recognize a bear market bottom (not a correction bottom). It is ASML – the world’s leading company for making machines that make computer chips. The firm is Dutch but listed in the US.Igor commented that he was following that industry and had several additional suggestions, some of which we reviewed on the spot. I invited him to write up his research. He wrote a very serious report which you can read below. --- Alex ]

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